Strategic Client Relationships Lead – Retirement Plans

A financial services firm based in Charleston, South Carolina is seeking an experienced individual to manage relationships with big and elite advisor plan clients. Responsibilities include providing consultative support, ensuring plan retention, and coordinating internal strategies for client satisfaction. The ideal candidate should have over 7 years of experience in retirement services, along with excellent communication, analytical, and problem-solving skills. Proficiency in Microsoft Office is required. #J-18808-Ljbffr